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Truist Financial

1,506 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 650 increasing their positions, 496 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $210M | Put options by funds: $73.3M

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

42% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 84

31% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 496

1% more funds holding

Funds holding: 1,4861,506 (+20)

1.17% more ownership

Funds ownership: 72.69%73.86% (+1.2%)

3% less capital invested

Capital invested by funds: $56.7B → $55B (-$1.68B)

Holders
1,506
Holders Change
+20
Holders Change %
+1.35%
% of All Funds
23.75%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.39%
New
119
Increased
650
Reduced
496
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
701
Sheaff Brock Investment Advisors
Indiana
$1.33M +$10.5K +170 +0.7%
IC
702
Inverness Counsel
New York
$1.32M -$17.3M -280,244 -92%
MWM
703
Meridian Wealth Management
Kentucky
$1.32M -$1.17K -19 -0.1%
BI
704
Ballast Inc
Kentucky
$1.3M +$91.8K +1,486 +7%
DAS
705
Dynamic Advisor Solutions
Arizona
$1.29M +$12.5K +203 +0.9%
PIFP
706
Partners in Financial Planning
Virginia
$1.29M -$208K -3,361 -12%
OTL
707
Oak Thistle LLC
New York
$1.29M +$901K +14,579 +178%
HF
708
HRT Financial
New York
$1.29M +$1.41M +22,775 New
IA
709
IndexIQ Advisors
New York
$1.27M +$14.3K +232 +1%
JIP
710
Jaffetilchin Investment Partners
Florida
$1.27M -$797K -12,899 -32%
S
711
Seeyond
France
$1.27M +$135K +2,191 +11%
CA
712
Clearstead Advisors
Ohio
$1.26M +$131K +2,123 +11%
WFS
713
Widmann Financial Services
Maryland
$1.26M +$29.2K +472 +2%
LWAC
714
Laurel Wealth Advisors (California)
California
$1.25M +$4.63K +75 +0.3%
AWM
715
Aprio Wealth Management
Georgia
$1.25M -$5.44K -88 -0.4%
SC
716
Searle & Co
Connecticut
$1.25M +$3.09K +50 +0.2%
MCCP
717
Mission Creek Capital Partners
California
$1.25M -$64.7K -1,048 -5%
IAIM
718
Industrial Alliance Investment Management
Quebec, Canada
$1.25M +$295K +4,778 +28%
AWS
719
Atria Wealth Solutions
New York
$1.24M +$1.35M +21,923 New
MA
720
Mutual Advisors
Nebraska
$1.24M +$27K +437 +2%
GAM
721
Gotham Asset Management
New York
$1.24M +$201K +3,253 +18%
AssetMark Inc
722
AssetMark Inc
California
$1.23M +$615K +9,952 +84%
CA
723
Cetera Advisors
Colorado
$1.23M +$8.52K +138 +0.6%
LSV Asset Management
724
LSV Asset Management
Illinois
$1.23M
FBT
725
First Bankers Trust
Kentucky
$1.23M +$4.32K +70 +0.3%

TFC Hedge Fund Activity: Q1 2022 in Review

1,506 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2022, worth a combined $55B — down 3% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TFC positions and 84 closed out — a net gain of 35 holders — while 650 added to existing stakes and 496 trimmed.

The largest buyer was American Century Companies, adding an estimated $302M. The largest seller was Capital International Investors, cutting an estimated $238M.

  • 1,506 institutional investors held Truist Financial (TFC) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $55B of Truist Financial stock for Q1 2022, down 3% quarter-over-quarter.
  • 119 funds opened new Truist Financial positions in Q1 2022 and 84 closed out, a net change of +35 holders.
  • The largest Truist Financial buyer in Q1 2022 was American Century Companies, an estimated $302M added.
  • The largest Truist Financial seller in Q1 2022 was Capital International Investors, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2022.